See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,639 | $198,466-37.7% | $170,442-27.5% | $147,584-16.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 17.73% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,708 | $6,184-72.4% | $5,433-68.6% | $4,876-65.0% |
| Participant deferral / active EE | $4,212 | $5,629-25.2% | $4,939-14.7% | $5,439-22.6% |
| Admin fee / account holder | $8,588 | $16,852-49.0% | $13,880-38.1% | $10,885-21.1% |